For CPAs, Accountants, & Bookkeepers...
The foolproof way to escape the accountant's trap
Offer a CFO/Business Advisory Service and Finally Have a Scalable Way for You to Grow Your Practice
What You'll Learn
Offering quality CFO & Advisory Services with your clients can be very rewarding, especially financially. As a certified Profit & Growth Expert™ you are ready to confidently market, price, sell your services implementing the Universal Business Builder engagement. Now you are ready to apply the principles from The CFO Project with your clients and get paid what you are worth.
We show accountants (including bookkeepers, CPAs, and enrolled agents) how to:
01
Effectively start or incorporate CFO/business advisory service (or add one to their existing practice)
02
Find the business owners who need this service (and are willing to pay premium)
03
Convert them into paying clients (paying a minimum of $1,500 per month)
04
All so that you can add a consistent, and predictable revenue stream to your practice where you’ll earn more money while working a lot less.
Course Description
Get 3 paying CFO & Advisory clients worth >$18,000 a year each!
This is a minimum guarantee worth more than $54,000 in revenue.
The accountant’s trap
There are three challenges facing accountants:
Challenge #1: To get paid more you have to take on more clients (and/or work more hours)
Challenge #2: You have a ton of competition
Challenge #3: A lot of accounting software are trying to automate your job away
They want their accountant (you) to be their business advisor.
But, there’s two problems with this.
Problem #1: You’re not getting paid to do that.
Problem #2: You’re not sure, exactly, how to do that.
You’re getting paid to do compliance work. This means that to make more money you have to take on a lot of low-paying and demanding clients.
What you need is a system. A system that will allow you provide a high-quality CFO service to your clients.
You also need support and community. You need to be surrounded by the best CFOs and business advisors that can help you build a great business.
By offering a CFO service you’ll not only be able to separate yourself from your competition, you’ll also be able to command higher fees, have predictable recurring revenue, and have a bigger impact on your clients’ lives.
Most business owners don’t have a solid plan of what to do or how to do it so they can have a growing and more profitable business.
So, they come into work everyday and work in their business.
Then, they look up a year or two later and realize they haven’t made meaningful progress.
They are nowhere close to achieving the freedom of money and time they desperately want.
They simply need a clear path…
…to have a successful, growing and more profitable business.
You, as their business advisor, needs to lead your client down a clear path to help them have a growing and more profitable business.
Specifically, you need to help them be able to…
…know how to increase revenue.
…know how to increase profit.
…know how to increase cash flow.
This all happens in our One Clear Path.
By using the One Clear Path, you can help your clients have a growing and more profitable business every month without stress and overwhelm.
You can help them go from being overworked, stressed out, and always worried about money to having confidence they’re on the right path.
This path will help your clients take home more money, be in control of their time, and finally enjoy their business again.
By joining The CFO Project Membership, you’ll have the training, tools, and support to offer this One Clear Path to your clients.
The One Clear Path
There are three main stages to our path.
Stage 1: Foundation
This is where you show your client what drives (or influences) their revenue, profit, and cash flow.
Think of their business as a machine. Your job is to break the machine down into different parts (the drivers) to see what’s working and what’s not.
Stage 2: Targets
This is where you, and your client, set measurable targets for this year and the next five years.
You’ll help your client set targets for each of the ‘parts’ of their business (drivers).
Stage 3: Direction
This is where you give your client a simple way to know what’s going on in their business (Scoreboard) and a way to know what to do to (Objectives & Next Steps) have a growing and more profitable business.
If the client completes the Next Steps, they’ll complete the Objectives. If the Objectives are met their Scoreboard will be ‘in the green’. If their Scoreboard is in the green, they will meet their targets.
This a way to keep a client for a very long time. This is a way for a client to have a growing and more profitable business.
Your clients need you to help them accomplish this.
Here are the features included in the program:
- Training: We’ll train each member on a proven system to provide a high-quality CFO service
- Upon joining, each member will go through a series of short “basic trainings” to get them up to speed as quickly as possible.
- Our system is scalable. This system takes less than four hours per month per client. This will allow members to take on more clients and make more money per hour.
- Our system is 100% white labeled.
- Members can learn the compete system and become certified in less than three months.
- Each month, we conduct live ‘Masterclasses’ where we deep dive into specific strategies members can use in their CFO practice.
- Community: Each member will be a part of an exclusive community of like-minded professionals
- Each member will participate in weekly mastermind meetings to get training, share wins, solve challenges, and share best practices – called the “CFO Roundtable”
- Each CFO Roundtable is led by a knowledgeable, caring and certified “CFO Trainer” who will guide their members each step of the way
Members will also have unlimited access to a private online forum where they get help, offer advice, and be a part of a 24/7 community of like-minded business advisors to
discuss various topics.
- Resources: Each member will have full access to our library of supporting resources. Our library is made up of:
- Downloadable templates to use in conducting a high-quality (and highly effective) CFO service
- Step-by-step guides to assist in providing a CFO service, marketing your practice and converting leads
- Copy Ready Scripts to use for marketing (e.g. email messaging), sales (e.g. what to say to prospects) and operations (e.g. how to manage your engagements)
Become a Certified CFO
By joining our membership, you'll get...
Access to our certification program, where, after completing the requirements you’ll become a Certified CFO and be able to offer a high-value service to your clients.
A complete turn-key system for providing an outsourced CFO/business advisory service that allows you to charge for your value – instead of charging for your time.
A complete turn-key system for getting leads on a consistent basis from business owners who are desperate for your expertise and guidance.
A complete turn-key system for converting leads into clients who are paying higher fees and will stay longer.
You’ll have complete access to additional trainings, our complete library of tools, templates, and other resources to help you deliver a highly-effective CFO/business advisory service.
You’ll be a part of a highly exclusive community and mastermind group of other financial professionals who are on a mission to help business owners have a growing and successful business.
What are Our Lessons
Here’s what is included with the program.
- Training on a step-by-step system to provide and sell a CFO service
- Ability to become a Certified CFO
- Monthly Masterclasses Live group coaching and mentorship by a CFO Trainer
- Full access to the tools, templates, guides and downloads needed to sell and provide a scalable CFO service
- Private online forum
- CFO Roundtable
3-Client Guarantee: We’ll guarantee that you will get 3 paying CFO clients (assuming you complete, and apply, the training).
- Each CFO client is worth (at minimum) approximately $18,000 a year. Thus, the guarantee is worth approximately $54,000.
Each member will pay for twelve months of membership where they will immediately get full access to the program for twelve months. After the first twelve months, each member will pay a nominal monthly fee to remain in the program (it is currently $397/mo). Members can cancel anytime after the first twelve months.
We do this in a ‘membership-style’ program. Each ‘member’ gets all-access to each feature in the program. As part of the membership, each accountant will get:
- Access to live and on-demand training that’s designed to be practical (rather than theoretical) and to get results fast
- A community of other like-minded CFOs to lean on for support, get questions answered and to get encouragement – all lead by knowledgeable and caring trainers.
- A resource library of tools, templates, guides, and other resources that took years and thousands of dollars to build and accumulate.
- Ability to become a ‘Certified CFO’ so they can boost their credibility and be seen as the go-to business advisor that can help with dramatically growing and improving the profitability of small-to-medium sized businesses.
Why You Should Join
We are an exclusive community of CPAs, accountants, bookkeepers and other financial professionals who have a passion for helping business owners have a growing and successful business.
We'll show you how to add (or start) a CFO service so you can command higher fees, have recurring revenue, and have a bigger impact on your clients' lives.
You'll be able to...
Gain a competitive advantage
You’ll be able to differentiate yourself from all of the other accountants and financial professionals.
Get support
You’ll immediately be a part of a community of other financial professionals who want to help their clients succeed.
Grow your business
You’ll finally have a system to (a) get clients, (b) command higher fees, and (c) have recurring revenue each month.
Increase your take home pay
You’ll be able to charge more per client and retain clients longer. This will allow you to increase your revenue without having to work more hours.
Move away from low value work
nstead of trading time for money doing tax, bookkeeping or other compliance related activities, you’ll be able provide a high-value advisory service that scales.
Have a bigger impact
You’ll have a proven method for helping your clients have a growing and more profitable business without stress and overwhelm.
See how our system works
Watch a short video to learn more.
Meet Your Instructors
Jeff Prager and Adam Lean are passionate about helping business owners have a better business and be better business owners.
They’re mission is to help 10,000 business owners make more money.
They founded The CFO Project to help as many business owners as they can make more money.
Jeff has been a CPA, business owner, and entrepreneur for over 35 years. He’s built multiple businesses into 7, 8, and 9-figure successes, including Ashworth Golf Clothing, and the second largest privately-owned homebuilder in Colorado. His passion is helping business owners understand their numbers so they know how to have a better business.
